Pilot: Navigating the reservations report

Use the reservations report to organize and analyze your booking data. The report page allows you to switch between saved views, apply multiple filters, and customize the columns you see to focus on the information that matters most.

This report helps you monitor reservation trends, guest details, and financial data in one central location.

To access the reservations report, sign in to your Guesty account and click Reservations in the left-side menu.

Navigate and view reports

Choose a report to view from the left "Reservations" panel. The panel is organized into two tabs: All the reports you have access to, and the views you saved as Favorites.

Each tab is divided into two sections: System views are pre-built by Guesty, and User reports you have created and saved.

From this panel, you can:

• Search for a specific view by its name.
• Add or remove a report from your Favorites tab.
• Click any view's name to load that report instantly.

Add or remove a report from your favorite views

In the views panel, right-click the relevant report and select Add to favorites or Remove from favorites from the dropdown menu.

Select Remove to completely delete a view.

Set up a reservations report

Apply relevant filters and columns to refine your data report.

Apply filters

Refine your report by applying one or more filters. Filter controls appear as buttons along the top of the report. Follow the steps below to filter your report.

Step by step:

1. To add filters, below the current view's name, click Add filter.
2. In the pop-up panel, select the filter category, such as "Listing" or "Financial".

3. Choose the specific filter to apply and the relevant value.

   You can also search for a specific filter by name.

4. Add multiple filters as needed. Once finished, click Add filters.
   

As you apply filters, a running count of matching reservations is displayed on the page.

Customize columns

Choose which data columns are visible in your report to focus on the information that matters most. Follow the steps below to customize the columns displayed in your report.

Step by step:

1. In the top-right corner, click Columns.
2. In the pop-up panel, select the column category, such as "Listing" or "Financial".

3. Choose the column to apply.

   You can also search for a specific column by name.

4. Check the box next to a column to add it to the report, or clear the checkbox to hide it.
5. Click Save to apply your changes, or click Cancel to exit without making changes.
   

Save a report view

After applying filters and customizing columns to refine your report, click Save to save the view for future reference. In the pop-up, select Save current view to modify an existing view, or select Save as to create a new saved view.

Rename or delete a view

To rename a report or manage its sharing rules, click in the top-right corner of the report and select Rename or Delete. In the pop-up, enter the new name and click Rename, or click Delete.

Share a reservations report

Share a reservations report automatically via email with contacts and users, or manually generate a secure link for non-Guesty users.

Revoke access to a link at any time, or let it automatically expire after one year.

To revoke access, click in the top-right corner and select Manage sharing preferences. In the pop-up, click next to the link, and click Save.

Expired links generate the following message: “This report has expired. Please contact {account.email} to request a new link.”

Print or download a reservations report

To print a reservations report, click at the top-right corner and select Print.

To download a report, click . The report is sent to your email as a CSV file. Direct downloads to your device aren't supported.